-4.1%
HON vs PLTU
+154.0%
-158.1%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.0% | +10.0% | +1.3% |
| 7D | -3.6% | -13.6% | +10.0% | -3.2% |
| 30D | -15.3% | +16.7% | -31.9% | -15.9% |
| 3M | -7.9% | +29.6% | -37.5% | -9.4% |
| 6M | -18.1% | -0.1% | -17.9% | -19.0% |
| YTD | +3.8% | -31.5% | +35.3% | +3.8% |
| 1Y | +0.5% | -19.7% | +20.2% | -1.1% |
| All | -4.1% | +154.0% | -158.1% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling